Michael Davidov
Michael Davidov is a CFP-designated registered investment advisor at Davidov Financial Coaching, LLC, based in New Hyde Park, NY, with 5 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 337 clients with $110M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.99% |
Fees are negotiable depending on the client's needs and complexity of the situation.
Fee Estimator
Location
1981 Marcus Avenue, Suite 231, New Hyde Park, NY, 11042
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Michael is a manager at Covey Sandler 26, LLC, involved in asset management, capital raising, and other related activities since 2023. He dedicates a few hours per week to this business.
Employment History
Current Registrations
Davidov Financial Coaching, LLC
State Registrations1 state
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